Microsoft CRM puts a tracking token onto the subject line of sent email messages. This enables us to identify replies as CRM-related, copy them into the CRM system and create appropriate relationships to other records. In CRM 1.x, this tracking code was...

Welcome Guy Riddle, CRM MVP and today's guest blogger: I have been asked this question (and seen it posted in newsgroups) so many times over the past three years that I decided it was time to do something about it. For those of you new to Microsoft...

Whenever I talk to people about Windows SharePoint Services and Microsoft Dynamics CRM everyone wants to know how to create document libraries and integrate the library into the Microsoft CRM forms. In previous posts I have shown how to use Iframes to...

Last month, Ilana Smith and Andrei Smertin wrote a post about the SubscriptionSyncInfo table and how this can be used to track synchronizations in the Outlook client. They mentioned that they were hoping to include a report that surfaced this information...

A couple of weeks back, I was asked to look over a couple of the top ten support issues received for CRM v3.0. Among them was an error relating to the registration wizard. Looking up the newsgroups, I also saw that there were quite a few people who faced...

In the constant effort to keep users from going to Bad Places™ and keeping them cognizant of their Internet surroundings, Internet Explorer 7 has introduced a number of security and notification features that alert the user when potential underhanded...

If you have ever run the CRM 3.0 setup, you would have definitely noticed this page below. What is it? And how is the Dynamics CRM product team using the gathered data? A quick history/background of CEIP Internally at Microsoft, CEIP is called...

This post describes some basics of how the different ‘cost’ fields in the product entity affect the pricing calculations of the products. The definitions of current cost and standard cost may be changed for your own scenarios. But the description below...

Microsoft CRM V3 was released in East Asia, namely in Japan and People’s Republic of China (PRC) in May this year. However, the product availability date in these markets may vary. In this blog, I would talk about the East Asia release and the features...

I’ve recently had discussions with some colleagues about the user experience of the CRM Web Client, particularly in light of changes in behavior in IE 7. If you’ve been keeping up to date on the blog, you know from Michael Lu’s recent post that CRM startup...

Recently I had the opportunity to work with a customer who was looking to develop what they were referring to as “next-generation” customer service. A long-time user of Clarify, this customer was looking to break from the mold of having application screens...

When searching for information within CRM users often need to retrieve small pieces of information like a phone number or address. One solution is to place this commonly retrieved information in the view columns – however this can lead to inconsistency...

In news already reported on many of our fellow CRM blogs: 1. CRM Mobile Express has been released! This is the light-weight device-independent online-only shared-source mobile solution that Jeff talked about back in August, now gussied up with a fancy...

Microsoft CRM V3 was released in East Asia, namely in Japan and People’s Republic of China (PRC) in May this year. However, the product availability date in these markets may vary. In this blog, I would talk about the East Asia release and the features...

Have you ever wanted to know if Microsoft CRM 3.0 SDK contains any information about the relationships between entities? The answer is yes! Here are a number of ways you can view this information: You can download a series of Microsoft Visio...

Several key factors that affect an ISV’s efficacy are common across the software industry. Factors such as time to market, development, and maintenance cost form a critical part of the balance of profitability when building software solutions. An ISV...

Microsoft's annual employee company meeting is today. It is usually a very loud, exciting event with entertainment plus the latest from product VPs, the finance VP, the personel VP, the CEO and Bill Gates. But with as big a group of employees, we are...

A lot of Microsofties working in Redmond will not be at their desks tomorrow. Instead they will be contributing time to their favorite charities. This is a huge effort that takes a lot of coordination by Microsoft, United Way , and the King county government...

Microsoft CRM and Brad Wilson named winners of CRM Magazine’s 2006 CRM Market Awards as independent research firm’s report analyzes the product. REDMOND, Wash. — Sept. 19, 2006 — Microsoft Corp. today announced that Microsoft Dynamics™ CRM 3.0 has...

Gartner recently released a new independent report on CRM - Status Report on Microsoft Dynamics CRM 3.0 – that lays out their opinion on how v3.0 is doing after being in the market for almost a year. Whether or not you agree with their assessment (they...